Svmuu News: Citrini analyst jukan posted on X, stating that according to South Korean media reports, Samsung Foundry achieved a monthly profit in June—its first since 2023. With the return to profitability in June, Samsung is reportedly increasingly confident that it will turn a profit starting in the third quarter. The production of HBM4 base dies using Samsung’s 4-nanometer process is seen as a key factor driving this turnaround, and improved yield rates are also considered a major factor supporting the return to monthly profitability.
Industry sources estimate that the yield rate for Samsung’s 4-nanometer process has risen to approximately 80%.